Christine Chui is a registered investment advisor at Tortuga Wealth Management, based in Torrance, CA, with 19 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 358 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tortuga Wealth Management provides investment management through LPL Financial's advisory programs. The annual fees for these programs are:
- Optimum Market Portfolios (OMP) — 2.50%
- Personal Wealth Portfolios (PWP) — 2.50%
- Model Wealth Portfolios (MWP) — 2.83%
- Manager Access Select (MAS) — 3.00%
These fees are billed quarterly in advance based on the account value at the end of the previous quarter. LPL Financial handles the billing process. Clients may incur additional fees, such as transaction fees for non-wrap accounts and charges imposed by mutual funds or custodians.
Location
1957 Carson Street, Suite 100, Torrance, CA, 90501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christine is involved in several real estate rental properties and acts as a trustee for a family trust. She also dedicates nearly full-time hours to Tortuga Wealth Management, Inc., an independent investment advisor firm.
Employment History
Current Registrations
Tortuga Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
State Registrations3 states
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